401(k) · DOL Form 5500 · 2022

Dana Investment Advisors Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
47
Participants Small participant base
86th
Percentile by assets National rank
$852,040
Avg per participant High balance/head
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Official DOL plan name: Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan · Sponsored by Dana Investment Advisors Inc. · Wisconsin · Finance & Insurance

$40M in assets, 47 participants

Dana Investment Advisors Inc.'s Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan reported $40M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,191 in Finance & Insurance (9,261 peers)

Where Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan sits by assets

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 47 participants (~$852,040/participant), down 25.9% in 2022.

#7,191
in Finance & Insurance (9,261 peers)
-25.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$40,045,886 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391512278 · Dana Investment Advisors Inc. PY 2022 · 401(k)

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan · $40M · 47 · 86th

  • RANK $40M
  • RANK 47
  • RANK 86th
  • RANK 401(k)
  • RANK near Washington Township Medical Group, Inc. 401(k) Plan
  • RANK ind #7191

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Gray Reed & Mcgraw LLP Profit Sharing PlanGray Reed & Mcgraw LLP Profi…$40MTogetherwork 401(k) Plan$40MDana Investment Advisors, Inc. Profit Sharing & 401(k) PlanDana Investment Advisors, In…$40MWashington Township Medical Group, Inc. 401(k) PlanWashington Township Medical …$40MRichman Real Estate Investments, Inc. 401(k) Retirement PlanRichman Real Estate Investme…$40M
End-of-year total assets ($M) among Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$40M
Net Income-$14M
Employer EIN391512278
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Investment Advisors Inc.)

Sponsor-wide plan assets over time

All Dana Investment Advisors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 79.44634312748131% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40.1M $71.9M ▲ +79.4%
Year Plans Participants Total Assets
2022 1 47 $40M
2023 1 53 $57M
2024 1 53 $72M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.040045886 · Participants: 47Dana Investment Advisors, Inc. Profit Sharing & 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Washington Township Medical Group, Inc. 401(k) Plan in CA ($40M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan declined sharply - down 25.9% during 2022, from $54M to $40M. Reported net income was -$14M.
How have Dana Investment Advisors Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Investment Advisors Inc.'s sponsor-wide assets grew 79.4%, from $40M to $72M.
Where does Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Township Medical Group, Inc. 401(k) Plan in CA ($40M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391512278.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.